Account Settings

How to manage your user account and preferences

Manage Your Account Settings

Learn how to manage your personal account settings, preferences, security options, and profile information across all your businesses.

What You'll Learn

  • How to update your profile information
  • Managing password and security settings
  • Setting notification preferences
  • Configuring language and regional preferences
  • Managing two-factor authentication

Accessing Account Settings

Your account settings are separate from business settings and apply across all your businesses:

  1. 1
    Click your profile avatar

    Located in the top-right corner of any page

  2. 2
    Select 'Account Settings'

    This opens your personal account configuration


Profile Information

Keep your profile information current and professional:

📝 Basic Information

  • • Full name and display name
  • • Email address (used for login)
  • • Phone number
  • • Profile photo
  • • Job title or role

🌍 Regional Preferences

  • • Preferred language (English/French)
  • • Date and time format
  • • Number format (commas, decimals)
  • • Default timezone

Security Settings

Protect your account with strong security measures:

🔐 Password Management

  • • Use a strong, unique password
  • • Change passwords regularly
  • • Never share your login credentials
  • • Use the password reset feature if needed

📱 Two-Factor Authentication

Add an extra layer of security to your account:

  1. 1. Enable 2FA in security settings
  2. 2. Scan QR code with authenticator app
  3. 3. Enter verification code to confirm
  4. 4. Save backup codes securely

Notification Preferences

Control what notifications you receive and how:

📧 Email Notifications

  • • Low stock alerts
  • • Daily sales summaries
  • • System updates and maintenance
  • • Security alerts
  • • Billing and subscription notices

🔔 In-App Notifications

  • • Real-time transaction alerts
  • • Team member activities
  • • System status updates
  • • New feature announcements
  • • Important business reminders

Account vs Business Settings

Important Distinction

Account settings are personal and apply to all your businesses, while business settings are specific to each business you own or manage. Make sure you're in the right settings area!

👤 Account Settings

  • • Personal profile and preferences
  • • Login credentials and security
  • • Notification preferences
  • • Language and display settings

🏢 Business Settings

  • • Business information and branding
  • • Team members and permissions
  • • Branch configuration
  • • Subscription and billing

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